Our mission is to help you achieve greater prosperity. For a limited time, new DBS customers can enjoy these welcome offers. Existing Wealth Management Connect (WMC) customers can also enjoy multiple exclusive offers. Action Now!
New Funds Offer – 1 October 2024 to 31 October 2024
Cash Reward up to HKD10,000 for Eligible New Funds
Eligible New Funds Tier1 | New Funds Reward I2 | New Funds Reward II3 |
---|---|---|
>= RMB 1,000,000 and < RMB 2,000,000 | HKD3,500 | HKD5,000 |
>= RMB 2,000,000 and < RMB 3,000,000 | HKD5,000 | HKD7,500 |
>= RMB 3,000,000 | HKD7,500 | HKD10,000 |
Investment Product Offer – 1 October 2024 to 31 December 2024
1) Investment Product Take Up Reward
New Customer who completes any one transaction in the Eligible Product Transaction Category within the Investment Reward Counting Period1 will be entitled to HKD500 Cash Rebate
Eligible Product Transaction Category | |
---|---|
I. Eligible Bonds under WMC Southbound | Bond purchase in a single transaction amount of HKD500,000 or above (or equivalent) via WMC Southbound Account |
II. Eligible Investment Funds under WMC Southbound | Lump sum subscription or switching (only for transactions with minimum subscription fee of 1.2% or switching fee of 1%) of investment funds in a single transaction amount of HKD10,000 or above (or equivalent) via WMC Southbound Account |
III. Foreign Exchange (“FX”) | FX transactions (excluding USD to HKD exchange transactions and vice versa) in a single transaction amount of HKD200,000 or above (or equivalent) via WMC Southbound Account |
2) Investment Product Balance Reward
New Customer who maintains the Designated Investment Product Balance2 on the last date of the Investment Reward Counting Period1 will be entitled to a Reward up to HKD4,500.
Designated Investment Product Balance | Investment Product Balance Reward |
---|---|
HKD200,000 – HKD500,000 | HKD800 |
HKD500,001 – HKD1,000,000 | HKD2,000 |
HKD1,000,001 – HKD3,000,000 | HKD4,500 |
Fund Subscription Fee Offer - 1 October 2024 to 31 December 2024
Subscribe for funds and enjoy 0% subscription fee (applicable to subscription amounts up to HKD200,000)
Investment Fund Category | Annualised Yield up to |
---|---|
China Asset Allocation Fund (in RMB, USD and HKD) | 10.9% |
Asian Bond Fund (in RMB, USD and HKD) | 7.2% |
Asian Asset Allocation Fund (in RMB, USD, HKD and AUD) | 5.8% |
Asian Equity Fund (in RMB, USD, HKD, AUD, NZD, CAD and GBP) | 7.0% |
Global Asset Allocation Fund (in RMB, USD, HKD, AUD, JPY and CHF) | 7.1% |
Global Bond Fund (in RMB, USD and HKD) | 7.5% |
There are also equity funds for the Greater China, Japan and technology sector with a variety of currencies and 1-year return up to 29% | |
The above data is as of 31 July 2024, provided by Morningstar. Past performance information is not indicative of future performance. The Fund may in its discretion determine to pay such distributions from capital including realised and unrealised capital gains. Any payments of distributions by the Fund may result in an immediate decrease in the net asset value per unit. Also, a positive distribution yield does not imply a positive return on the total investment. |
Foreign Exchange and 1-week Time Deposit Offer – 1 October 2024 to 31 October 2024
Preferential interest rate up to 15% p.a. for a 1-week time deposit
Currency | 1-week Time Deposit Rate (p.a.) |
---|---|
AUD | 15.00% |
GBP | 15.00% |
NZD | 15.00% |
CAD | 7.00% |
RMB | 5.50% |
USD | 7.00% |